+108.8%
TROW vs WING
+407.0%
-298.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.4% |
| 7D | +0.4% | -0.1% | +0.5% | +0.4% |
| 30D | -4.0% | -6.0% | +2.0% | -3.3% |
| 3M | +5.0% | -23.5% | +28.5% | +9.3% |
| 6M | +24.3% | -52.0% | +76.3% | +40.4% |
| YTD | +9.8% | -53.8% | +63.6% | +23.8% |
| 1Y | +6.4% | -63.8% | +70.2% | +25.2% |
| 3Y | +15.8% | -30.8% | +46.6% | +11.2% |
| 5Y | -37.3% | -34.3% | -3.0% | -42.3% |
| 10Y | +130.6% | +352.4% | -221.8% | +40.9% |
| All | +108.8% | +407.0% | -298.2% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling